Newport Beach Public Library Foundation presents "It's Your Estate" Financial Workshops with financial planning specialist Peter Kote. This series of financial workshops takes place over an 8-week period via ZOOM. The instructors are local FEE ONLY financial advisors who all act in a fiduciary capacity with their clients. None of the speakers are licensed to sell any financial products. These programs are updated regularly to stay current with tax law, codes, and trends.
IT’S YOUR ESTATE
To register for this course click HERE
Wednesdays at 1:30pm
| September 23 |
Introduction: Estate Test & Tax Update |
| September 30 |
Estate Planning Basics |
| October 7 |
Planning for Incapacity |
| October 14 |
Living Trusts |
| October 21 |
Charitable Giving |
| October 28 |
Retirement Account |
| November 4 |
Trustee and Executor Duties |
| November 11 |
Case Study and Review |
Course Materials
Weekly handouts will be available for download at http://materials.itsyourmoneyandestate.org/
Reservation Confirmation
Your confirmation email will include an invitation to a special orientation session about using ZOOM on September 22 and 23 at 10:30am.
